Plan Consultant I or IIMAP RETIREMENT USA LLC • Appleton, WI, US
Plan Consultant I or II
MAP RETIREMENT USA LLC • Appleton, WI, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Monitor deadlines and compliance obligations for assigned book of business. Calculate employer contributions (match, pro-rata, integrated, new comparability). Prepare contribution summaries and projections. Perform self-employed income calculations. Identify and resolve late deposits and missed deferral obligations. Calculate missed deferral corrections and support corrective filings when needed. Prepare and perform all annual nondiscrimination and compliance testing including : ADP / ACP, Top Heavy, 410(b), 401(a)(4), Other testing as required by plan design. Review and upload incoming census data for completeness and accuracy. Document and manage deadlines for assigned caseloads. Reconcile participant contribution discrepancies. Reconcile recordkeeper statements. Import recordkeeper transactions into compliance software. Annual Reporting & Government Filings Prepare government filings including : Form 5500 (EZ, SF and large plan with applicable schedules), Form 5558 extensions, Form 5330, Form 8955-SSA. Respond to technical and compliance-related inquiries from clients and advisors. Conduct consultation calls with clients, advisors, and auditors. Coordinate with the plan Relationship Manager plan interactions ensuring they are up to date on issues and plan status. Research and resolve complex plan-related questions and compliance matters. Collaborate with actuaries and other departments to resolve technical issues and ensure accuracy in plan administration. Monitor deadlines and compliance obligations for assigned book of business. Calculate employer contributions (match, pro-rata, integrated, new comparability). Prepare contribution summaries and projections. Perform self-employed income calculations. Identify and resolve late deposits and missed deferral obligations. Calculate missed deferral corrections and support corrective filings when needed. Data Management and Reconciliation. Review and upload incoming census data for completeness and accuracy. Document and manage deadlines for assigned caseloads. Reconcile participant contribution discrepancies. Reconcile recordkeeper and brokerage asset statements. Import recordkeeper transactions into compliance software. Review work by team members to ensure consistency and accuracy. Prepare and perform all annual nondiscrimination and compliance testing including : ADP / ACP, Top Heavy, 410(b), 401(a)(4), o Other testing as required by plan design. Prepare government filings including : Form 5500 (EZ, SF and large plan with applicable schedules), Form 5558 extensions, Form 5330, Form 8955-SSA, Support IRS and DOL audits, correspondence, and communication needs. Service as a key resource for questions, coaching, and training for the junior Plan Consultants. May serve as back up to the team lead during their absence, assisting with day-to-day decisions and continuity of operations. Attend internal meetings with other functional roles across the organization and actively participate in firm initiatives. Minimum of 0-3 years of experience in qualified retirement plan administration and compliance. Knowledge of ERISA regulations is a plus. Ability to work under pressure and prioritize work based on deadlines. Strong analytical and mathematical skills. Excellent written and verbal communication skills. Meticulous attention to detail and accuracy. Ability to work with minimal day-to-day supervision. Minimum of 3+ years of experience in qualified retirement plan administration and compliance. In-depth knowledge of IRS, DOL and ERISA regulations. Understanding of qualified plans, including the interpretation of the Adoption Agreement and basic plan document provisions. High proficiency in compliance software such as FTW. Ability to work under pressure and prioritize work based on deadlines. Strong analytical and mathematical skills. Excellent written and verbal communication skills. Meticulous attention to detail and accuracy. Ability to work with minimal day-to-day supervision.
Job Description
Job Description
Description :
The Plan Consultant is a key compliance and technical resource responsible for administering and supporting
employer-sponsored retirement plans. Training is provided to acquire expertise in plan testing, contribution
calculations, and government filings. The Plan Consultant collaborates with internal teams and clients to ensure
retirement plans are operated in full compliance with IRS, DOL and ERISA regulations.
PLAN CONSULTANT I
Key Responsibilities
Client and Advisor Support
- Respond to technical and compliance-related inquiries from clients and advisors.
- Collaborate with actuaries and other departments to resolve technical issues and ensure accuracy in plan administration.
- Coordinate with the plan Relationship Manager plan interactions ensuring they are up to date on issues and plan status.
Compliance & Testing
Data Management and Reconciliation
PLAN CONSULTANT I
Client and Advisor Support
Compliance & Testing
Annual Reporting & Government Filings
Leadership
Requirements : PLAN CONSULTANT I
PLAN CONSULTANT II
[job_alerts.create_a_job]
Consultant Ii • Appleton, WI, US
[internal_linking.similar_jobs]
The Population Health Specialist II provides operational support for the Case, Condition Management, Quality, Wellness, Pharmacy, Government Relations, and Utilization Management Departments includ...[show_more]
This position is responsible for providing business consulting, implementation, and support service activities focused on Microsoft ERP solutions and related third party products to Heartland&rsquo...[show_more]
Instructor - Agriculture Mechanics.Fox Valley Technical College celebrates diversity, supports equity and inclusiveness, and encourages individual expression in our workplace.Instructors are respon...[show_more] Administrative Support II - Career Services.The Administrative Support II - Career Services position is crafted to offer crucial support to the Events & Employer Relations Specialist in cultivating...[show_more] Analyst - AI Solutions (Limited Term Employment).Limited Term Management (Fixed Term).Fox Valley Technical College celebrates diversity, supports equity and inclusiveness, and encourages individual...[show_more] The -Lead - Financial Aid supports the frontline delivery of financial aid services by acting as a key resource for staff, students, and campus partners.
This role focuses on student-facing processe...[show_more] 
PRN Healthcare is seeking a travel nurse RN Director of Nursing for a travel nursing job in Seymour, Wisconsin.Job Description & Requirements.
Initial contract : 4 weeks to start.Charting system : ...[show_more]
Licensed Property & Casualty Insurance Agent - Remote USA Your potential has a place here with TTEC’s award-winning employment experience.
As a Licensed Property & Casualty Insurance Agent working r...[show_more]
Ready for a career upgrade? Join Marten Transport! As a stable, financially healthy carrier – and a 2025 TCA Elite Fleet honoree – we offer the best of both worlds : high miles in your region and th...[show_more]
Located in Seymour WI 15-20 minutes from Green Bay / Appleton.HRS PER 2 WEEK PAY PERIOD 2-10PM.HRS PER 2 WEEK PAY PERIOD 2-10PM.
Are you willing to go the extra mile for our patients? Do you want to w...[show_more]
The Relationship Manager is a client-facing role responsible for supporting the ongoing service and.Acting as the primary point of contact for a designated group of clients and.Relationship Manager...[show_more]
QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...[show_more]
We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...[show_more] The Plan Consultant is a key compliance and technical resource responsible for administering and supporting employer-sponsored retirement plans.
Training is provided to acquire expertise in plan tes...[show_more] 
You’re not the person who will settle for just any role.Because we’re out to create Better Care for a Better World, and that takes a certain kind of person and teams who care about maki...[show_more]
Almost Family, a part of LHC Group, a l.As members of the Optum family of businesses, we are dedicated to helping people feel their best, including our team members who create meaningful connection...[show_more]
All Star Healthcare Solutions is seeking a board‐certified otolaryngologist for inpatient and outpatient locum tenens coverage in Wisconsin.
This full‐time assignment includes clinic, surgery, and c...[show_more]
PRN Healthcare is seeking a travel nurse RN Director of Nursing for a travel nursing job in Seymour, Wisconsin.Job Description & Requirements.
Initial contract : 4 weeks to start.Charting system : ECS...[show_more]
Population Health Specialist II
Network Health • Menasha, WI, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
ERP Consultant II
Heartland Business Systems, LLC • Little Chute, WI, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Instructor - Agriculture Mechanics
InsideHigherEd • Appleton, Wisconsin, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Administrative Support II - Career Services
InsideHigherEd • Appleton, Wisconsin, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Analyst - AI Solutions (Limited Term Employment)
InsideHigherEd • Appleton, Wisconsin, United States
[job_card.temporary]
[last_updated.last_updated_variable_days] • [promoted]
Lead - Financial Aid
InsideHigherEd • Appleton, Wisconsin, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Travel Nurse RN - Director of Nursing
PRN Healthcare • Seymour, WI, US
[job_card.temporary]
[last_updated.last_updated_variable_days] • [promoted]
Licensed Property & Casualty Insurance Agent - Remote USA
TTEC • Seymour, Wisconsin, US
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
CDL-A Refrigerated Truck Driver in Harrison, WI
AllTruckJobs • Harrison, WI, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Certified Nursing Assistant (CNA) - Full Time PM Shifts per 2 week period with Benefits
Good Shepherd Services, Ltd. • Seymour, WI, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Relationship Manager I or II
MAP RETIREMENT USA LLC • Appleton, WI, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Telemedicine Physician
QuickMD • Pulaski, WI, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Side Hustle Project Lead
Finance Buzz • Kimberly, Wisconsin, US
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Plan Consultant I or II | In-Office Vancouver, WA
MAP RETIREMENT USA LLC • Appleton, WI, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Senior Manager - Demand Planning
Kimberly-Clark • Neenah, WI, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Infusion Registered Nurse Home Care
Optum • Cecil, WI, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Otolaryngology Physician Locum Tenens Job in Wisconsin
HealthEcareers - Client • Malone, WI, USA
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Travel Nurse RN - Director of Nursing - $2,386 per week
PRN Healthcare • Seymour, WI, United States
[job_card.temporary]
[last_updated.last_updated_variable_days] • [promoted]